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M
Mcnallyaaron2
January 20, 2024
Question

How do i download the pdf file so i can see my estimates and invoices before i send them to my customers. I used to be able to see them but now it says download the pdf

  • January 20, 2024
  • 1 reply
  • 0 views
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1 reply

J
jeanbiverly_
January 20, 2024

I can assist you with downloading the PDF file of your estimates and invoices, @Mcnallyaaron2. 

 

If you're using the old layout, you can use the Print or Preview option. On the other hand, if you have the new layout, you can use the Print and Download option. Let me guide you through the process.

 

Old Layout

 

  1. Open an Invoice or Estimate.
  2. Fill out the necessary details in the form.
  3. Once you have completed the form, click on Print or Preview.
  4. Hit Download.

 

New Layout

 

  1. Open an Invoice or Estimate.
  2. Fill out the form with the required details.
  3. Go to the PDF view tab.
  4. Click Print and download.

 

Once your customer pays the invoice, you can record the payment to connect it to the invoice and balance your accounts. For more guidance, check out this article: Record invoice payments in QuickBooks Online.

 

You can always hit us up if you have any other concerns besides downloading your invoices and estimates as PDFs. The Community is always here to help you out. Stay safe!

M
MikeW5
May 1, 2024

How can you send a PDF from your phone after the estimate is accepted?

R
RCV
May 1, 2024

Let me share some details on how to send PDFs from your phone after the estimates are accepted in QuickBooks Online (QBO), MikeW5.

 

After your customer accepts the estimate, the system cannot send a PDF form from the phone. The only way to send a PDF from your phone is by ensuring that you tick the PDF Attached box from your Online delivery settings. Doing this will send the estimate with the PDF attachment, even if it isn't accepted yet.

 

Before doing so, I suggest accessing your QuickBooks Online (QBO) account through the web using your phone and then enabling this option. Just follow these steps:

 

  1. Go to the Gear icon and choose Accounts and Settings.
  2. From the Sales tab, click the Online delivery section to edit.
  3. Choose the  Show full details in email radio button.
  4. Make sure to check the PDF Attached tick box.
  5. Tap the Save button.
  6. Press Done.

 

 

Also, you'd want to make sure that the specific estimate template you're using is also set to the PDF Attached option. This is how your estimate appears when sending them. Here's how:

 

  1. Go to the Gear icon and select Custom form styles.
  2. Edit your estimate template and choose the Emails tab.
  3. Make sure to mark the PDF Attached tick box in the How your email appears in the emails section.
  4. Press Done. 

 

 

Moreover, you can check out this article for more details on how to download and save sales forms and statements as PDFs in QuickBooks Online: Download and save sales forms and statements in QuickBooks Online.

 

Drop a comment below if you need more help with your estimates or if you need to run your customer financial reports. We're always here to help you in any way we can. Take care always.

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